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About
Robert Downing Mundin is a Portfolio Manager-Equities at Clearstead Advisors, LLC, based in Richmond, VA. In this role, he is responsible for managing equity portfolios and providing investment guidance for both institutional and individual clients, with an emphasis on equities and public markets.
Prior to joining Clearstead, Robert served as a Research Analyst and Client Associate at Wilbanks Smith & Thomas Asset Management LLC, where he focused on security research, portfolio construction, and client relationship management from 2020 to 2024. His professional experience spans fundamental research and investment strategy within the finance sector.
Robert holds a Bachelor of Science in Business Administration in Finance from the Haslam College of Business at the University of Tennessee. His expertise includes equity research, portfolio management, and advising high-net-worth individuals as well as institutional clients, particularly within the equities asset class.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Clearstead Advisory Solutions | Portfolio Manager | Apr 2024 to Present | — |
| Wilbanks Smith & Thomas Asset Management LLC | Research Analyst | May 2021 to Apr 2024 | — |
| Wilbanks Smith & Thomas Asset Management LLC | Client Associate | Sep 2020 to May 2021 | — |
| Self-employed | Stock and Options Trader | Aug 2019 to Sep 2020 | — |
| Bankers Insurance, LLC | Part-time Assistant | Sep 2019 to Jan 2020 | — |
| Phillips Jones Wealth Management – Ameriprise Financial Services, Inc. | Intern | Jun 2018 to Oct 2018 | — |
| J.B. Moore Electric | Warehouse Worker and Electrician Assistant | Jun 2012 to Aug 2016 | — |
Education
Haslam College of Business at the University of Tennessee
Bachelor of Science in Business Administration, Finance, General
2015 — 2019
Others at Clearstead Advisors, LLC (16)
| Name | Role | Location |
|---|---|---|
K Khristian Ortiz-Ortega | Trader | Norfolk, VA , United States |
 | Analyst | Lakewood, OH , United States |
 | Associate Portfolio Manager | Cleveland, OH , United States |
| Principal | Raleigh, NC , United States | |
 | Portfolio Manager | Norfolk, VA , United States |
 | Portfolio Manager | Norfolk, VA , United States |
 | Associate Portfolio Manager | Cleveland, OH , United States |
 | Client planning Associate and Research Associate | Norfolk, VA , United States |
 | Private Markets Research Analyst | Dayton, OH , United States |
 | Senior Associate | Medina, OH , United States |
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 | Portfolio Manager | Fort Washington Investment Advisors Inc. /oh/ | Cincinnati, OH , United States |
 | Sr. Portfolio Manager | Mai Capital Management | Cincinnati, OH , United States |
 | Portfolio Manager, Director | Mai Capital Management | Boston, MA , United States |
